Evermay Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-375
| Closed | -$84.5K | – | 559 |
|
|
2023
Q1 | $84.5K | Hold |
375
| – | – | 0.02% | 251 |
|
|
2022
Q4 | $78.9K | Hold |
375
| – | – | 0.02% | 247 |
|
|
2022
Q3 | $74K | Hold |
375
| – | – | 0.01% | 247 |
|
|
2022
Q2 | $78K | Hold |
375
| – | – | 0.02% | 237 |
|
|
2022
Q1 | $94K | Hold |
375
| – | – | 0.02% | 256 |
|
|
2021
Q4 | $99K | Hold |
375
| – | – | 0.02% | 230 |
|
|
2021
Q3 | $91K | Hold |
375
| – | – | 0.02% | 222 |
|
|
2021
Q2 | $91K | Buy |
+375
| New | +$91K | 0.02% | 230 |
|